Document Templates

Document Template Overview
Document templates allow you to completely customise the look and formatting of the following documents in WorkGuru: Quotes Invoices Projects Purchase ...
Tue, 19 Oct, 2021 at 10:47 AM
Document Template Field Library
WorkGuru Document Template  Non-Table Fields Table Fields Products Tasks Timesheets Purchases PurchaseLines Payments Non-Table Fields These fi...
Fri, 26 Nov, 2021 at 6:31 PM
Create a New Document Template
New Document Templates can be added to WorkGuru from the Add Template button on the top right of the Document Template dashboard.You will need to have creat...
Thu, 19 Nov, 2020 at 7:37 PM
Table Field Setup in WorkGuru Document Templates
When setting up tables to display recurring information in WorkGuru, they have a couple of pre-requisites to be completed so they are able to display the in...
Wed, 29 Sep, 2021 at 11:42 AM
Edit an Existing Document Template
You can edit an existing document template by clicking on the Download Template option in the Document Template dashboard. From the WorkGuru menu go to...
Thu, 19 Nov, 2020 at 7:39 PM
Invoice Document Template Library
Attached are the current default WorkGuru invoice templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Ple...
Wed, 3 Mar, 2021 at 4:11 PM
Quote Document Template Library
Attached are the current default WorkGuru quote templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Pleas...
Wed, 3 Mar, 2021 at 4:12 PM
Project Document Template Library
Attached are the current default WorkGuru project templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Ple...
Wed, 3 Mar, 2021 at 4:12 PM
Purchase Order Document Template Library
Attached are the current default WorkGuru purchase order templates for download.     These templates are to be edited to make them specific to your WorkGuru...
Wed, 3 Mar, 2021 at 4:13 PM
Asset Document Template Library
Attached are the current default WorkGuru asset templates for download.     These templates are to be edited to make them specific to your WorkGuru.   Pleas...
Wed, 3 Mar, 2021 at 4:13 PM